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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2B
AUM Growth
+$4.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,634
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$80.7M
3
+$80.5M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$69.9M
5
NVDA icon
NVIDIA
NVDA
+$57.2M

Top Sells

1
+$150M
2
+$141M
3
+$51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$26.2M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$24.1M

Sector Composition

1 Technology 10.44%
2 Financials 4.48%
3 Healthcare 3.56%
4 Consumer Discretionary 3.51%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$68K ﹤0.01%
3,407
-604
3277
$68K ﹤0.01%
+1,215
3278
$68K ﹤0.01%
1,196
+330
3279
$68K ﹤0.01%
1,497
+462
3280
$67K ﹤0.01%
6,153
3281
$67K ﹤0.01%
1,291
3282
$67K ﹤0.01%
297
3283
$67K ﹤0.01%
2,261
+129
3284
$67K ﹤0.01%
1,485
3285
$67K ﹤0.01%
3,718
+856
3286
$67K ﹤0.01%
1,452
+464
3287
$67K ﹤0.01%
2,074
3288
$67K ﹤0.01%
8,173
-318
3289
$67K ﹤0.01%
8,650
-5,137
3290
$67K ﹤0.01%
2,641
+66
3291
$67K ﹤0.01%
412
+189
3292
$67K ﹤0.01%
2,396
+437
3293
$67K ﹤0.01%
881
-922
3294
$67K ﹤0.01%
843
-227
3295
$66K ﹤0.01%
+25,017
3296
$66K ﹤0.01%
1,215
3297
$66K ﹤0.01%
1,604
+702
3298
$66K ﹤0.01%
1,628
3299
$66K ﹤0.01%
2,391
3300
$66K ﹤0.01%
1,826
+345
130 131
132
133 134